Trailer fee

Planning and Advice

How to answer common fee questions

Be prepared to explain your fees to clients and prospects.

By Sarah Cunningham-Scharf |October 7, 2014

3 min read

Industry

BMO changes fund lineup

BMO is adding a new discount series to its mutual fund lineup, among other changes to the structure of its funds.

By Staff |March 28, 2014

2 min read

Economic Indicators

Pension guru slams trailer fees

Right now, Canadians have more than $1 trillion in individual retirement savings.

By Melissa Shin |February 19, 2014

2 min read

Industry

Mackenzie, Invesco, BlackRock launch DIY funds

Mackenzie Investments, Invesco and BlackRock are each launching funds for DIY investors.

By Melissa Shin |November 27, 2013

3 min read

Industry

Disclosure is broken: CSA best interest roundtable

Advisor.ca live-tweeted the CSA Statutory Best Interest roundtable this morning.

By Staff |June 25, 2013

2 min read

Industry

Show me the money: Compensation in focus

It's the topic that just won't go away. No one expects you to work for free, but the issue of how you get paid remains a hot topic.

By Staff |May 22, 2013

3 min read

Planning and Advice

Compensation’s not the issue

Some advisors are worried the surge of ETFs means the death of trailers. That’s wrong-headed. Instead, accept these six realities to create a mutually beneficial relationship with clients

By Jason M. Pereira |November 1, 2011

5 min read

Industry

Advisors need compensation flexibility

As jurisdictions around the world consider banning embedded compensation, many Canadian financial planners point out that this long-standing arrangement benefits many clients.

By Staff |October 20, 2011

3 min read

Industry

Fee vs. commission not clear cut

Establishing the compensation model for services rendered amounts to one of the most difficult decisions for members of any profession and normally flows from client preferences, the professional’s needs and his or her perceptions of the market. The professional needs adequate compensation while the client may or may not grasp the value of services rendered. […]

By Al Emid |January 25, 2011

3 min read

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